Bond Valuations Reflect Higher Hurdle for Capital
The UK banking system is strong enough to support households and businesses, even in a period of stress
Funds
Maximize Yield in Active High Yield Bond ETF AHYB
Looking out for more yield in your portfolio? High yield offerings offer opportunities right now to deliver for the right strategy and investor. While there are increasingly appealing yields in government debt, for exam…
Why Invest in Defense? The Case for Targeted Exposure
Broadly speaking, when advisors and investors consider adding focused industry exposure to a portfolio, there needs to be a strong justification for doing so. Take the AI industry, for example, where sustained buildout …
Combined Assets in SPY, SPYM Cross $1 Trillion for the First Time
On Wednesday, the combined assets invested in the State Street SPDR S&P 500 ETF (SPY) and the State Street SPDR Porfolio S&P 500 ETF (SPYM) passed the $1 trillion mark for the first time. SPY, the first-ever U.S.-listed…
Foreign ETFs Draw Nearly Double U.S. Large-Cap Flows
SCHD is a fine dividend ETF, but investors chasing higher income often stumble into covered call funds that quietly erode their principal with every distribution. There is a middle path worth examining before you make t…
T. Rowe Price Ultra Short-Term Bond ETF TBUX Up Almost $1 Billion YTD
Yields and rates continue to climb, as debt markets contend with growing risk and huge capex by the AI hyperscalers. That has impacted bond values, and started to increase attention and flows to short-term bond offering…
Baron Crosses $1 Billion ETF Mark in Under a Year
Baron Capital, a manager with a 40-year legacy built on high-conviction active mutual funds, just crossed $1 billion in ETF assets. The firm achieved the landmark in under a year following its ETF debut, reflecting stro…
What’s Fueling Portfolio Gains in 2026? Commodities and Stocks
Energy stocks have seen volatile but powerful growth this year, as wars in Iran and Ukraine have limited their petroleum exports and boosted global oil prices. The protracted conflicts are likely to continue keeping ene…
There’s Still Merit in Gold Investing; Get Paid for it With This ETF
In 2026, surging global bond yields — including here in the U.S. — are acting as significant headwinds to the gold investing thesis. But all things considered, the 3.74% year-to-date loss sported by the largest gold-bac…
Crude inventories fall more than expected, boosting oil prices
September WTI crude oil (CLU26) is down -0.19 (-0.23%), and September RBOB gasoline (RBU26) is down -0.0276 (-0.88%).
Japan real wages rise 1.5% in August, eighth straight monthly gain
Japan's real wages climbed 1.5 percent in August compared with the same month a year earlier, according to Reuters, extending the run of increases to eight consecutive months and signaling a continuing recovery in pay g…
Is the Uranium Industry Ready for the Nuclear Energy Wave?
Generation mix: coal 1479 TWh (74%); hydro 144 TWh (7%); solar 119 TWh (6%); wind 93.5 TWh (5%); natural gas 58.8 TWh (3%); nuclear 47.9 TWh (2%); biofuels & waste 41.4 TWh (2%); oil 4.2 TWh
Big Tech’s Borrowing: ProShares ETF Coming Soon
Artificial intelligence (AI) is the thematic investing topic that keeps on giving. However, artificial intelligence is no longer just an equity narrative. It has officially taken over the corporate bond market. Key Take…
Head of RAFI Indices Discusses 20 Years of Fundamental Indexing
Many investors have been left badly disillusioned by the apparently dismal performance of the stock market over the past decade.
Tackle the Small-Cap Opportunity Set With FESM
As small-caps offer an increasingly attractive value proposition, advisors and investors may be taking a closer look at strategies like FESM. Key Takeaways: Small-caps have grown in popularity as attractive valuations a…
Make Meta a Muse of Income With This ETF
With the help of the Muse AI agent effort, shares of Meta Platforms (META) are on a torrid pace, surging nearly 22% for the month ending Oct. 5. Whether or not that scintillating run portends a cooling-off period will h…
Muni Bond ETFs: Unlocking Robust Returns
September’s fixed income sell-off marked a watershed moment for muni bond markets, delivering the steepest drawdown since the 2008 Great Financial Crisis. As benchmark yields spiked, prices across muni ETFs fell in tand…
Amazon Prime Sale, Emmys Streaming Deal Put XLY in Focus
Amazon Prime members began shopping a 48-hour sale Tuesday as Amazon.com, Inc. (AMZN) kicked off Prime Big Deal Days. The event runs through Oct. 7 and features deals across more than 35 categories, according to the com…
T. Rowe Price ETFs: TKNZ Tops Returns, TCAF Draws Most Cash
A crypto fund and a technology fund posted the best September returns among T. Rowe Price ETFs. Investors, however, sent most of their new money to a different set of funds. Key Takeaways: Crypto, technology and growth …
Why Tight Credit Spreads Raise Risk for Bond Investors
Bond yields still look attractive, but investors are earning little extra for taking on corporate credit risk, according to Thornburg Investment Management. Key Takeaways: Investment-grade spreads reached their tightest…
Think Rates Will Rise? These Income ETFs Are Ready
Yields are rising, and so are rates. Markets anticipate one more rate hike from the Federal Reserve to close out 2026. With stubborn inflation and massive borrowing by AI hyperscalers, rates may remain elevated some tim…
Listening Between the Lines: Active ETFs Bet on Pre-Call Tone
Earnings season kicks off in the coming days. PepsiCo leads the way, with major banks reporting soon after. Historically, financial advisors seeking fundamentally focused active equity strategies relied on mutual funds.…
World Markets Watchlist: October 5, 2026
For more than a decade, the International Rescue Committee’s (IRC) annual Emergency Watchlist has accurately predicted 85-95 percent of the countries most likely to face a worsening humanitarian crisis in the coming yea…
Dimensional’s ‘New’ ETFs Are Really ETF Share Classes
Three Dimensional Fund Advisors ETFs that NYSE Arca announced as Monday launches are not new funds at all. Instead, they are existing ETFs that now trade as share classes of older Dimensional mutual funds, according to …